Full job description

Employed Independent Financial Adviser (IFA)
Taunton, Somerset | Up to £65,000 (DOE) + Uncapped Bonus & Commission


Are you a qualified Financial Adviser looking for an employed role where you can focus on delivering exceptional advice, not chasing new business?
We’re partnering with an award-winning financial planning firm that’s built an outstanding reputation for client service and employee satisfaction. With a steady flow of qualified leads and an established client portfolio, you’ll have everything you need to succeed, without the pressure of bringing your own clients.
This is a business that genuinely values collaboration. With a supportive, family feel culture and a true team first approach, you’ll be joining a firm where people enjoy coming to work and success is shared.


What’s in It for You?
*Up to £65,000 basic salary (DOE)
*Uncapped bonus and commission
*No client bank required
*Qualified leads and existing clients provided
*Dedicated paraplanning and administrative support
*Clear career progression and ongoing professional development
*Friendly, collaborative team and modern offices in Taunton


The Role
*Provide independent financial advice across pensions, investments and protection.
*Build long-term relationships with new and existing clients.
*Create tailored financial plans to meet clients’ goals.
*Maintain FCA compliance and deliver exceptional client outcomes.


What We’re Looking For
*Diploma qualified (DipPFS, DipFA or equivalent).
*Current or recent Competent Adviser Status (CAS) and a valid SPS.
*Experience advising clients on pensions, investments and protection.
*Excellent communication and relationship-building skills.
*A team player who values collaboration and puts clients first.


If you’re looking for a supportive environment where you can concentrate on what you do best, helping clients achieve their financial goals, we’d love to hear from you.